Lindbrook Capital’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-45
Closed -$2.36K 2862
2023
Q2
$2.36K Buy
45
+7
+18% +$365 ﹤0.01% 2089
2023
Q1
$1.97K Buy
38
+5
+15% +$241 ﹤0.01% 2250
2022
Q4
$1.23K Sell
33
-187
-85% -$6.66K ﹤0.01% 2416
2022
Q3
$7K Buy
220
+207
+1,592% +$7.9K ﹤0.01% 1532
2022
Q2
$0 Buy
+13
New +$497 ﹤0.01% 2856

Lindbrook Capital's FOCS Position: Q3 2023 in Review

Lindbrook Capital sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 45 shares — an estimated $2.36K sold.

Lindbrook Capital first reported a position in FOCS in Q2 2022 and held it in 5 quarters. The position peaked at $7K in Q3 2022. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Lindbrook Capital reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Lindbrook Capital sold 45 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $2.36K.
  • Lindbrook Capital first reported a position in Focus Financial Partners Inc. Class A in Q2 2022 and held it in 5 quarters.
  • Lindbrook Capital's Focus Financial Partners Inc. Class A position peaked at $7K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.